Saratoga Small Capitalization Portfolio Fund Class Institutional (SSCPX)

Fund Assets	7.14M
Expense Ratio	2.50%
Min. Investment	$250
Turnover	145.00%
Dividend (ttm)	0.59
Dividend Yield	6.88%
Dividend Growth	-25.40%
Payout Frequency	n/a
Ex-Dividend Date	Dec 9, 2025

Previous Close	8.43
YTD Return	21.61%
1-Year Return	24.93%
5-Year Return	51.98%
52-Week Low	6.67
52-Week High	8.89
Beta (5Y)	1.13
Holdings	103
Inception Date	Sep 2, 1994

About SSCPX

The Saratoga Small Capitalization Portfolio Fund Institutional Class is a core equity mutual fund designed to achieve maximum capital appreciation by focusing primarily on U.S. small-cap companies. At least 80% of its assets are typically invested in common stocks of firms whose market capitalizations align with those found in the Russell 2000 Index, placing the fund at the heart of the small-cap segment of the equity market. Managed by Zacks Investment Management, the fund leverages a disciplined, multi-factor approach that incorporates both proprietary and academic research to identify statistical anomalies and market inefficiencies within the small-cap universe. This strategy emphasizes the importance of earnings estimate revisions as a predictor of future stock performance, which is particularly relevant to smaller companies that tend to respond more strongly to such changes. The fund plays a significant role for institutional investors seeking targeted exposure to smaller U.S. companies, offering diversification benefits and potential for growth relative to larger-cap counterparts.

• Fund Family: Saratoga
• Category: Small Blend
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: SSCPX
• Share Class: Class I
• Index: Russell 2000 TR

Performance

SSCPX had a total return of 24.93% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.49%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FKICX	Fidelity	Fidelity Small Cap Stock K6 Fund	0.60%
FSCDX	Fidelity	Fidelity Advisor Small Cap A	1.20%
FCDTX	Fidelity	Fidelity Advisor Stock Selector Sm Cp M	1.39%
FSOPX	Fidelity	Fidelity Series Small Cap Opportunities Fund	0.77%
FCDIX	Fidelity	Fidelity Advisor Stock Selector Sm Cp I	0.87%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
SSCYX	Class A	2.92%
SSCCX	Class C	3.59%

Top 10 Holdings

19.35% of assets

Name	Symbol	Weight
Vestis Corporation	VSTS	2.19%
Credo Technology Group Holding Ltd	CRDO	2.06%
Sterling Infrastructure, Inc.	STRL	2.03%
Commvault Systems, Inc.	CVLT	2.02%
BNY Dreyfus Institutional Preferred Government Money Market Fund Institutional Shares	DSVXX	1.96%
Allient Inc.	ALNT	1.94%
Kulicke and Soffa Industries, Inc.	KLIC	1.85%
Bloom Energy Corporation	BE	1.81%
EMCOR Group, Inc.	EME	1.75%
Comfort Systems USA, Inc.	FIX	1.74%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 9, 2025	$0.5946	Dec 10, 2025
Dec 10, 2024	$0.797	Dec 11, 2024
Dec 9, 2022	$0.6179	Dec 12, 2022
Dec 10, 2021	$1.9933	Dec 13, 2021
Jul 22, 2020	$0.0012	Jul 22, 2020
Dec 12, 2018	$0.9112	Dec 12, 2018

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 20, 2026

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